Am I saving enough for my retirement?

Retirement planning is an essential step in a person's overall financial picture. Evaluate your level of preparedness and start making plans to better your situation with this calculator. Reevaluate your preparedness on an ongoing basis. Changes in the economic climate, inflation, achievable returns and your personal situation will affect your plan.

Income/Savings

Your current age (1 to 120)

Current annual income ($)

Spouse's annual income (if applicable) ($)

Current retirement savings balance ($)

Desired retirement age (1 to 120)

Number of years of retirement income (1 to 40)

Assumptions

Expected inflation (0% to 10%)

Income replacement at retirement (0% to 300%)

Pre-retirement investment return (-12% to 12%)

Post-retirement investment return (-12% to 12%)

Social Security

Include Social Security (SS) benefits?NoYes

Marital status (For SS purposes only)MarriedSingle

Social Security override amount
(monthly amount in today's dollars) ($)

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